CHUSX vs. MFWIX
Compare and contrast key facts about Alger Global Focus Fund (CHUSX) and MFS Global Total Return Fund Class I (MFWIX).
CHUSX is managed by Alger. It was launched on Nov 2, 2003. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
CHUSX vs. MFWIX - Performance Comparison
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CHUSX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHUSX Alger Global Focus Fund | -3.09% | 7.71% | 40.01% | 24.23% | -32.05% | 14.05% | 38.85% | 23.58% | -15.83% | 22.86% |
MFWIX MFS Global Total Return Fund Class I | 0.94% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, CHUSX achieves a -3.09% return, which is significantly lower than MFWIX's 0.94% return. Over the past 10 years, CHUSX has outperformed MFWIX with an annualized return of 9.99%, while MFWIX has yielded a comparatively lower 6.34% annualized return.
CHUSX
- 1D
- 4.14%
- 1M
- -6.61%
- YTD
- -3.09%
- 6M
- -5.78%
- 1Y
- 13.15%
- 3Y*
- 17.88%
- 5Y*
- 7.08%
- 10Y*
- 9.99%
MFWIX
- 1D
- 1.42%
- 1M
- -4.39%
- YTD
- 0.94%
- 6M
- 3.21%
- 1Y
- 12.92%
- 3Y*
- 9.39%
- 5Y*
- 4.91%
- 10Y*
- 6.34%
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CHUSX vs. MFWIX - Expense Ratio Comparison
CHUSX has a 1.50% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
CHUSX vs. MFWIX — Risk / Return Rank
CHUSX
MFWIX
CHUSX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Global Focus Fund (CHUSX) and MFS Global Total Return Fund Class I (MFWIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CHUSX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.44 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.99 | -0.97 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.28 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.89 | -0.81 |
Martin ratioReturn relative to average drawdown | 3.61 | 7.31 | -3.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CHUSX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.44 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.54 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.66 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.71 | -0.33 |
Correlation
The correlation between CHUSX and MFWIX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CHUSX vs. MFWIX - Dividend Comparison
CHUSX's dividend yield for the trailing twelve months is around 9.25%, more than MFWIX's 8.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHUSX Alger Global Focus Fund | 9.25% | 8.97% | 32.77% | 0.00% | 0.00% | 9.87% | 0.00% | 2.77% | 9.32% | 4.03% | 1.01% | 0.00% |
MFWIX MFS Global Total Return Fund Class I | 8.68% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
CHUSX vs. MFWIX - Drawdown Comparison
The maximum CHUSX drawdown since its inception was -69.31%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for CHUSX and MFWIX.
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Drawdown Indicators
| CHUSX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.31% | -33.01% | -36.30% |
Max Drawdown (1Y)Largest decline over 1 year | -12.05% | -6.85% | -5.20% |
Max Drawdown (5Y)Largest decline over 5 years | -41.48% | -20.22% | -21.26% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | -23.36% | -18.12% |
Current DrawdownCurrent decline from peak | -8.41% | -5.18% | -3.23% |
Average DrawdownAverage peak-to-trough decline | -18.61% | -3.83% | -14.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 1.77% | +1.82% |
Volatility
CHUSX vs. MFWIX - Volatility Comparison
Alger Global Focus Fund (CHUSX) has a higher volatility of 9.00% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.44%. This indicates that CHUSX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHUSX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.00% | 3.44% | +5.56% |
Volatility (6M)Calculated over the trailing 6-month period | 15.04% | 5.43% | +9.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.03% | 8.94% | +13.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.78% | 9.11% | +13.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.14% | 9.61% | +11.53% |